Owning a practice can be complicated.
Getting the right financial advice at the right time doesn’t have to be painful. We understand that anticipating taxes, bookkeeping and payroll are all important to the health of your practice. We also know that you’d rather be doing what you enjoy, practicing dentistry.
You need experienced advice, from people who understand where you’re at, to make the right financial decisions at the right time.
Leverage our experience, tailored to dentistry.
Knowing what decisions to make to keep your practice on track and grow your revenue, while keeping up with your practice can be difficult. It can leave you feeling overwhelmed, knowing you need to hire someone to help, but not knowing who to trust. That’s where we come in.
We believe that thriving dental practices are built on more than just great bookkeeping, tax services, and an efficient payroll process. Practices thrive when you have the actionable data you need at all times to make the right decisions for the health of your business. Managing the day to day financial side of your practice shouldn’t keep you from doing what you love.
We manage all your financial data under one roof, giving you time back to do what you love. When you have the insight you need and the time to make the right decisions, the health of your practice increases, people are taken care of, and you have the ability to choose how you spend your time.
Financial advice you can trust.
Get Quality Time Back
Your time is valuable. You should be able to spend more of it with your family, or doing what you enjoy. Get hours back every week by partnering with us.
We’ve developed significant knowledge and insights through the experience of working exclusively with dentists. Our clients gain advice based on previous successful solutions from other practices.
Maximize Your Hard Work
You only have so many hours in the week to practice dentistry. Only so many weeks left in your lifetime.
Tax & Accounting
We engage in the entire scope of your CPA services, so you can pay less on taxes and keep more of what you make.
We collaborate to bring your practice and personal finances together in a holistic plan toward a work-optional lifestyle.
Schedule a call today to explore your options.
Helpful tips & Advice
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Here is a scenario for you: You planned a personal trip to Los Angeles, arriving on Friday afternoon and leaving on Sunday afternoon. About a week later, you learn that a vendor you need to meet with is going to be in L.A. when you are. You arrange a dinner on Friday night to discuss …
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